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- Integrated financial strategies that coordinate the full value
of company sponsored benefit programs with the executive’s
overall financial situation
- Investment recommendations for executive deferred compensation
plans and company retirement plans that complement the executive’s
other investment accounts
- Managing or diversifying a portfolio that is concentrated in
the executive’s company stock
- Preparing for and executing the sale of company stock under
SEC Rules 144 or 145
- Stock Option Strategies for the exercise of both nonqualified
stock options and incentive stock options
- Planning and structuring personal finances in anticipation of
a corporate merger or sale
- Financial and investment planning in advance of a public offering
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